Masterclass - COVID-19 package

The COVID-19 package has been released to help you identify at-risk clients so that you can advise them accordingly during this time.
This masterclass covers the overview of the package, how to add it, how to complete the 2 templates in the COVID-19 workflow, and the insights segments that have been developed to assist you in identifying clients who need your help.

We're here to help you help your clients. We're in this together!

For more information see this help article:

Still need help? Contact Us Contact Us